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  2. Web Dashboard

Web Dashboard

Getting Started

  • Tags on Dashboard: Organize your Trips & Transactions
  • Import Trips and Transactions History
  • Quick Trip Editing (Notes, Vehicles, Maps)
  • Everlance for Web
  • How to Add a Purpose

Mileage Tracking

  • Picking a Commute Disallowance type
  • How to Edit a Trip's Vehicle
  • How to Change the Mileage Rate
  • How To Switch Primary Vehicles on Your Profile
  • How To Add a Vehicle's Starting Odometer
  • How to Delete A Vehicle
See all 17 articles

Transactions

  • How to Change an Expense Category
  • How to Unlink a Card/Bank From Everlance
  • How to Set Up Rules for Favorite Transactions
  • How to Set Up Automatic Transactions
  • How to View Receipts
  • How to Use Filters to Search, Delete, and Classify Transactions
See all 11 articles

Partners

  • Everlance for Caviar
  • Help With DoorDash Promo (iPhone)
  • Everlance for TaskRabbit
  • Everlance for Doordash
  • Everlance for Favor
  • Everlance for Shipt
See all 7 articles

Account

  • Edit Your Personal Account Information
  • Reset Account Password
  • Upgrade to Premium
  • Moving Your Apple Subscription to Everlance Web Dashboard From Your PC
  • Can I edit the name of a Purpose?
  • Remove a Purpose
See all 18 articles

Mileage & Expense Reports

  • How to Approve or Reject One-Off Reports
  • How to Generate a Data Export
  • Submit a Report on the Web Dashboard
  • How to submit a Report from your web browser
  • How to: Get the Total of Each Transaction Category (using Microsoft Excel)
  • How to: Export Transactions by Category
See all 14 articles